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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (4235)6/8/1998 8:21:00 AM
From: SemiBull  Read Replies (1) of 78574
 
JB,

I think you can make the point that SVGI is presently second tier with respect to litho, but their Thremco business is top of the line and their Track business is not to far behind. In previous cycle (pre-photlitho SVGL) they were a niche player true, but had serious marketshare to my knowledge in both. Third Avenue's angle is probably looking at the SVGL portion as gravy if it doesn't sap resources from the rest of the two other business units. By the way, rumors are abound that at Semicon West, AMAT will make yet another pitch for SVGI. They have in the past, and whether this is wishful thinking or not by way of rumor, only time will tell.

Just One Man's Spin....SemiBull (Long Term Holder of SVGI)
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